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Assembling iPhones for Apple in Sriperumbudurapple Sriperumbudur iphone india2 years ago
Published August 16, 2023 by Philip Elmer-DeWitt

Assembling iPhones for Apple in Sriperumbudur

From Sankalp Phartiyal's "Apple Supplier Foxconn Begins iPhone 15 Production in India" posted Wednesday by Bloomberg.

Read More Assembling iPhones for Apple in Sriperumbudur

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IDC: iPhone sales grew a 'massive' 61% in India's shrinking marketapple india iphone massive2 years ago
Published August 10, 2023 by Philip Elmer-DeWitt

IDC: iPhone sales grew a 'massive' 61% in India's shrinking market

From "India Smartphone Market Declines by 10% YoY in 1H23 with 64 million units, Says IDC" posted last week.

Read More IDC: iPhone sales grew a 'massive' 61% in India's shrinking market

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Barron's: The question for Apple is not what but whereapple india barrons savitz2 years ago
Published July 22, 2023 by Philip Elmer-DeWitt

Barron's: The question for Apple is not what but where

"Apple generates most of its revenue from two markets that aren’t growing—smartphones and PCs."

Read More Barron's: The question for Apple is not what but where

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Morgan Stanley: India to account for 100% of smartphone growthapple india morgan stanley2 years ago
Published July 17, 2023 by Philip Elmer-DeWitt

Morgan Stanley: India to account for 100% of smartphone growth

From a note to Morgan Stanley clients that landed on my desktop Monday.

Read More Morgan Stanley: India to account for 100% of smartphone growth

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Morgan Stanley raises Apple target $30 to $220 on strength of Indian marketapple india morgan target 2202 years ago
Published July 17, 2023 by Philip Elmer-DeWitt

Morgan Stanley raises Apple target $30 to $220 on strength of Indian market

"India will be just as important to Apple's growth algorithm over the next 5+ years as China was in the last 5." — Analyst Erik Woodring

Read More Morgan Stanley raises Apple target $30 to $220 on strength of Indian market

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No, Foxconn has not abandoned India. Or Apple.apple foxconn leaving india2 years ago
Published July 10, 2023 by Philip Elmer-DeWitt

No, Foxconn has not abandoned India. Or Apple.

"Foxconn has broken ground on multiple factory sites across India, although the $20 billion joint venture with Vedanta would have been one of the largest." From…

Read More No, Foxconn has not abandoned India. Or Apple.

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Apple pulls evil Indian fintech apps off App Storeapple india fintech crackdown2 years ago
Published July 8, 2023 by Philip Elmer-DeWitt

Apple pulls evil Indian fintech apps off App Store

From Manish Singh's "Apple purges predatory lending apps in India following scrutiny" posted Friday by TechCrunch

Read More Apple pulls evil Indian fintech apps off App Store

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Tim Cook in black tie for Modi state dinnerapple tim cook modi2 years ago
Published June 23, 2023 by Philip Elmer-DeWitt

Tim Cook in black tie for Modi state dinner

From "Hunter Biden, Tim Cook, Garland among guests for Modi state dinner" posted Thursday by The Hill.

Read More Tim Cook in black tie for Modi state dinner

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Apple's Tim Cook is headed to D.C. for this meetingapple modi biden india2 years ago
Published June 22, 2023 by Philip Elmer-DeWitt

Apple's Tim Cook is headed to D.C. for this meeting

From Charmaine Jacob's "U.S. and India set to announce flurry of deals spanning defense, chips and A.I." posted Thursday on CNBC.

Read More Apple's Tim Cook is headed to D.C. for this meeting

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Tim Cook flying to DC for more face-time with India's PMapple cook modi dc2 years ago
Published June 21, 2023 by Philip Elmer-DeWitt

Tim Cook flying to DC for more face-time with India's PM

From Seema Mody's "Top tech execs get ready to meet Modi as China's economy falters" posted Tuesday by CNBC.

Read More Tim Cook flying to DC for more face-time with India's PM

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

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  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
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